Disciplined Growth Investors
Encyclopedia
Disciplined Growth Investors, Inc. (or DGI) is a SEC-registered independent asset management firm founded in February 1997 by Fred Martin in Minneapolis, Minnesota
. Its headquarters are located on the 25th floor of the Fifth Street Towers
in downtown Minneapolis.
In 2009, DGI had 145 clients. This included private individuals as well as institutions.
Disciplined Growth Investors offers two equity portfolios to its clients: small-cap and mid-cap growth portfolios. DGI also offers a balanced portfolio which is a combination of the mid-cap growth portfolio and fixed-income securities. Disciplined Growth Investors employs a value investing
approach applied to growth stocks and is an active participant with its rights as a shareholder and an open critic in regards to high CEO compensation. In 2011, Disciplined Growth Investors created the Disciplined Growth Investors Fund (DGIFX).
Disciplined Growth Investors was founded with $0.7 billion in assets under management
(AUM). In 2009, the firm’s AUM was $1.7 billion. Focus Consulting Group identified Disciplined Growth Investors as one of its six "Thriver" firms that performed exceptionally well during the late-2000s recession, throughout which DGI remained optimistic about small to mid-cap investment opportunities.
Minneapolis, Minnesota
Minneapolis , nicknamed "City of Lakes" and the "Mill City," is the county seat of Hennepin County, the largest city in the U.S. state of Minnesota, and the 48th largest in the United States...
. Its headquarters are located on the 25th floor of the Fifth Street Towers
Fifth Street Towers
The Fifth Street Towers is a complex of two buildings in Minneapolis, Minnesota. Fifth Street Towers I was completed in 1987 and is 356 ft tall and has 26 floors...
in downtown Minneapolis.
In 2009, DGI had 145 clients. This included private individuals as well as institutions.
Disciplined Growth Investors offers two equity portfolios to its clients: small-cap and mid-cap growth portfolios. DGI also offers a balanced portfolio which is a combination of the mid-cap growth portfolio and fixed-income securities. Disciplined Growth Investors employs a value investing
Value investing
Value investing is an investment paradigm that derives from the ideas on investment and speculation that Ben Graham and David Dodd began teaching at Columbia Business School in 1928 and subsequently developed in their 1934 text Security Analysis...
approach applied to growth stocks and is an active participant with its rights as a shareholder and an open critic in regards to high CEO compensation. In 2011, Disciplined Growth Investors created the Disciplined Growth Investors Fund (DGIFX).
Disciplined Growth Investors was founded with $0.7 billion in assets under management
Assets under management
Assets under management is a financial term used denote the market value of funds being managed by a financial instutition on behalf of its clients, investors, depositors, etc. This metric is a sign of size and success against competition...
(AUM). In 2009, the firm’s AUM was $1.7 billion. Focus Consulting Group identified Disciplined Growth Investors as one of its six "Thriver" firms that performed exceptionally well during the late-2000s recession, throughout which DGI remained optimistic about small to mid-cap investment opportunities.